See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,078 | $202,318-81.2% | $172,739-78.0% | $152,861-75.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.96% | 1029.65%-1011.7pp | 802.84%-784.9pp | 345.32%-327.4pp |
| Employer contribution / active EE | $11,634 | $5,856+98.7% | $5,143+126.2% | $4,762+144.3% |
| Participant deferral / active EE | $14,593 | $5,948+145.3% | $5,198+180.8% | $5,850+149.4% |
| Admin fee / account holder | $297 | $17,109-98.3% | $13,954-97.9% | $11,596-97.4% |